Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
MARY K OXLEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1437 S BOULDER AVE 770
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK74119
A Employer identification number

27-0577885
B Telephone number (see instructions)

(918) 584-1978
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$23,813,722J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 649,765 649,765  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,401,329
b Gross sales price for all assets on line 6a 8,956,749
7 Capital gain net income (from Part IV, line 2)... 1,401,329
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,823 823  
12 Total. Add lines 1 through 11........ 2,052,917 2,051,917  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 25,692 25,692   0
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,200 2,200   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
147,514 147,514   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
38,287 15,191   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 14,528 14,528   0
21 Travel, conferences, and meetings....... 4,574 4,574   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
361,211 180,606   180,606
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 594,006 390,305   180,606
25 Contributions, gifts, grants paid....... 919,000 919,000
26 Total expenses and disbursements. Add lines 24 and 25 1,513,006 390,305   1,099,606
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 539,911
b Net investment income (if negative, enter -0-) 1,661,612
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 12,318 88,295 88,295
2 Savings and temporary cash investments......... 129,174 533,615 533,615
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 1,788 2,192 2,192
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 17,193,140 Click to see attachment
List of Attached Documents:
// Content
17,123,217 		20,615,457
c Investments—corporate bonds (attach schedule)....... 1,719,023 Click to see attachment
List of Attached Documents:
// Content
1,887,465 		1,719,026
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 577,361 Click to see attachment
List of Attached Documents:
// Content
537,711 		855,137
14 Land, buildings, and equipment: basis right arrow12,932
Less: accumulated depreciation (attach schedule) right arrow12,932      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,632,804 20,172,495 23,813,722
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 19,632,804 20,172,495
29 Total net assets or fund balances (see instructions)..... 19,632,804 20,172,495
30 Total liabilities and net assets/fund balances (see instructions). 19,632,804 20,172,495
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
19,632,804
2
Enter amount from Part I, line 27a .....................
2
539,911
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
20,172,715
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
220
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,172,495
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SALE OF PUBLICLY TRADED STOCKS      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 8,956,749   7,555,420 1,401,329
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,401,329
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,401,329
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 23,096
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 23,096
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 23,096
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 25,289
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,289
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,193
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow2,193 Refundedright arrow 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOK
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBETH WALLACE Telephone no.right arrow (918) 584-1978

Located atright arrow1437 SOUTH BOULDER SUITE 770TULSAOK ZIP+4right arrow74119
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
R H HARBAUGH TRUSTEE
5.00 		0 0 0
1437 S BOULDER STE 770
TULSA,OK74119
JOHN C OXLEY TRUSTEE
1.00 		0 0 0
1437 S BOULDER STE 770
TULSA,OK74119
DEBBIE OXLEY TRUSTEE
1.00 		0 0 0
1437 S BOULDER STE 770
TULSA,OK74119
THOMAS E RAINS CFO
5.00 		0 0 0
1437 S BOULDER STE 770
TULSA,OK74119
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
GREENHILL PROPERTIES ADMINSTRATIVE OVERHEAD 380,151
1437 S BOULDER STE 770
TULSA,OK74119
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
380,151
Total. Add lines 1 through 3.........................right arrow380,151
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
24,680,379
b
Average of monthly cash balances.......................
1b
322,218
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
25,002,597
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
25,002,597
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
375,039
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
24,627,558
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,231,378
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,231,378
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
23,096
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
23,096
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,208,282
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,208,282
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,208,282
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,099,606
b
Program-related investments—total from Part VIII-B..................
1b
380,151
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,479,757
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 1,208,282
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 2,016,296
b From 2018...... 1,065,047
c From 2019...... 1,126,532
d From 2020...... 241,329
e From 2021......  
f Total of lines 3a through e ........ 4,449,204
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 1,479,757
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 1,208,282
e Remaining amount distributed out of corpus 271,475
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,720,679
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		2,016,296
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		2,704,383
10 Analysis of line 9:
a Excess from 2018.... 1,065,047
b Excess from 2019.... 1,126,532
c Excess from 2020.... 241,329
d Excess from 2021....  
e Excess from 2022.... 271,475
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

1000 FRIENDS OF FLORIDA

PO BOX 5948
TALLAHASSEE,FL32314 		NONE PC CONSERVATION EFFORTS 1,000

ASPEN COMMUNITY UNITED METHODIST CHURCH

200 E BLEEKER ST 1418
ASPEN,CO81611 		NONE PC OPERATION SUPPORT 25,000

ASPEN COMMUNITY UNITED METHODIST CHURCH

200 E BLEEKER ST 1418
ASPEN,CO81611 		NONE PC PEAK EDUCATION 1,500

ASPEN COMMUNITY UNITED METHODIST CHURCH

200 E BLEEKER ST 1418
ASPEN,CO81611 		NONE PC PROGRAM SUPPORT 20,000

BEST

22450 HEADQUARTERS AVE
APPLE VALLEY,CA92307 		NONE PC BACKSTRETCH - DINNER 10,000

BLUE GRASS FARMS CHARITIES

2339 SANDERSVILLE ROAD
LEXINGTON,KY40511 		NONE PC PROGRAM SUPPORT 10,000

BLUEGRASS CONSERVANCY

450 OLD VINE STREET SUITE 105
LEXINTON,KY40507 		NONE PC PROGRAM SUPPORT 5,000

BOYS AND GIRLS CLUB OF PALM BEACH COUNTY

800 NORTHPOINT PKWY STE 204
WEST PALM BEACH,FL334071978 		NONE PC FOOD & SNACKS 10,000

COMMONWEALTH FUND FOR KET INC

560 COOPER DRIE
LEXINGTON,KY40502 		NONE PC PROGRAM SUPPORT 5,000

CORNELL UNIVERSITY

300 DAY HALL 10 EAST AVENUE
ITHACA,NY14850 		NONE PC ANIMAL HEALTH 1,000

EQUINE ADVOCATES

PO BOX 354
CHATHAM,NY12037 		NONE PC PROGRAM SUPPORT 500

GRAYSON-JOCKEY CLUB RESEARCH FDN INC

821CORPORATEDR
LEXINGTON,KY405032748 		NONE PC MEMORIAL GIFT J WARD 25,000

GRAYSON-JOCKEY CLUB RESEARCH FDN INC

821CORPORATED
LEXINGTON,KY405032748 		NONE PC EQUINE RESEARCH 50,000

KENTUCKY DERBY MUSEUM

704 CENTRAL AVE
LOUISVILLE,KY40208 		NONE PC PROGRAM SUPPORT 5,000

KENTUCKY RACE TRACK CHAPLAINCY

PO BOX 324
SIMPSONVILLE,KY40067 		NONE PC RACE FOR GRACE 2,000

LYNN UNIVERSITY

3601 N MILITARY TRL
BOCA RATON,FL33431 		NONE PC MCART SCHOLARSHIP 500

NATIONAL MUSEUM OF RACING & HALL OF FAME

191 UNION SAVE
SARATOGA SPRINGS,NY128663513 		NONE PC RACE DAY GALLERY 5,000

NATIONAL MUSEUM OF RACING & HALL OF FAME

191 UNION SAVE
SARATOGA SPRINGS,NY128663513 		NONE PC MUSEUM BALL 10,000

OLD FRIENDS EQUINE

1841 PAYNES DEPOT RD
GEORGETOWN,KY40324 		NONE PC PROGRAM SUPPORT 15,000

PEGGY ADAMS ANIMAL RESCUE LEAGUE

3200 N MILITARY TRL 3100
WEST PALM BEACH,FL33409 		NONE PC PROGRAM SUPPORT 2,000

RACE FOR EDUCATION

2560 RICHMOND ROAD
LEXINGTON,KY40509 		NONE PC PROGRAM SUPPORT 5,000

RACE TRACK CHAPLAINCY OF AMERICA

2365 HARRODSBURG RD
LEXINGTON,KY40504 		NONE PC PROGRAM SUPPORT 50,000

THE BELMONT CHILD CARE ASSOCIATION'S

2150 HEMPSTEAD TPK BELMONT PARK
GATE 6
ELMONT,NY11003 		NONE PC ANNA HOUSE 2021 500

THE JOCKEY CLUB FOUNDATION

40 E 52ND ST
NEW YORK,NY10022 		NONE PC SAFETY NET PROGRAM 10,000

THE LORD'S PLACE

2808 N AUSTRALIAN AVE
WEST PALM BEACH,FL33407 		NONE PC PROGRAM SUPPORT 10,000

THOROUGHBRED AFTERCARE ALLIANCE FDN

821 CORPORATE DR
LEXINGTON,KY40503 		NONE PC PROGRAM SUPPORT 15,000

THOROUGHBRED CHARITIES OF AMERICA LTD

PO BOX 910668
LEXINGTON,KY40591 		NONE PC RESCU E/REHABIT 20,000

UNIVERSITY OF KENTUCKY

301 PETERSON SERVICES BLDG
LEXINGTON,KY405060001 		NONE PC EQUINE NOCARDIA 10,000

UNIVERSITY OF LOUISVILLE

215 CENTRAL AVE STE 212
LOUISVILLE,KY402081451 		NONE PC HCP RESEARCH 500,000

UNIVERSITY OF LOUISVILLE

215 CENTRAL AVE STE 212
LOUISVILLE,KY402081451 		NONE PC SURGICAL PROJECTS 10,000

WESLEY MANOR RETIREMENT COMMUNITY INC

5012 EAST MANSLICK ROAD
LOUISVILLE,KY40219 		NONE PC PATIENT CARE FUND 5,000

WOODFORD HUMANE SOCIETY

265 THOMAS LN
VERSAILLES,KY40383 		NONE PC PROGRAM SUPPORT 1,500

WOODFORD FORWARD FOUNDATION INC

110 MORGAN ST
VERSAILLES,KY40383 		NONE PC PROGRAM SUPPORT 2,500

WORLD CENTRAL KITCHEN

655 NEW YORK AVE NW FL 6
WASHINGTON,DC20001 		NONE PC MEALS UKRAINIAN 50,000

POLO TRAINING FOUNDATION

70 CLINTON ST
TULLY,NY13159 		NONE PC PROGRAM SUPPORT 1,000

CURE CERVICAL CANCER

468 N CAMDEN DR
BEVERLY HILLS,CA90210 		NONE PC CANCER PROGRAM 5,000

TRINITY WOODS

4134 E 31ST ST
TULSA,OK74135 		NONE PC SNOW TRAINING 20,000
Total .................................right arrow 3a 919,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 649,765  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,401,329  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS INCOME 		    14 823  
bRETURNED CONTRIBUTION       1,000  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,052,917 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,052,917
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,200 2,200   0

TY 2022 AllOthProgRltdInvestmentsSch
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Category Amount
THE FOUNDATION OCCUPIES OFFICE SPACE LEASED BY GREENHILL PROPERTIES, LLC, OWNED 50% BY JOHN C. OXLEY, A TRUSTEE OF THE FOUNDATION. THE FOUNDATION PAID GREENHILL PROPERTIES, LLC FOR EXPENSES ASSOCIATED WITH THE MANAGEMENT OF INVESTEMENTS, BOOKKEEPING, AND THE MAKING OF GRANTS TO DONEE ORGANIZATIONS. 380,151

TY 2022 InvestmentsCorpBondsSchedule
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Name of Bond End of Year Book Value End of Year Fair Market Value
SAN ANTONIO BLD AMER BD 5.92% 5/15/40 49,483 53,578
ONEOK INC. 6% 6/15/35 95,965 96,371
NO TX TWY AUTH REV SER B BD 8.41% 2/01/30 50,505 54,517
NO CAROLINA TPK AUTH SYS ST. A 5.318% 01/01/31 50,005 50,707
NEW YORK NY BUILD AMER BD 5.517% 10/01/37 50,238 51,454
HARTFORD FINLSVCSGRPSENNOTES 5.95% 10/15/36 99,412 99,992
CONN ST TAX SER D BUILD AMER BD 5.09% 10/01/30 49,775 50,162
IBM CORP NOTES/INTL BUSINESS 7% 10/30/25 245,315 264,048
GNMA 10147 PD 3% 5/20/40 22,783 15,369
GNMA POOL 10105 YC 3% 8/20/39 13,439 5,799
GNMA POOL 09104KA 4.5% 8/16/39 3,562 753
GNMA POOL 08-51 NY 5% 6/16/23 55,246 4,344
GNMA POOL 0932 AB 4% 5/16/39 11,212 3,308
GNMA II PASSTHRUPOOL 4448 5.5% 5/20/39 89,550 36,244
KEYCORP NEW B/E 5% 12/29/49 164,740 139,227
JPMORGAN CHASE & CO 6.75% 8/29/49 161,298 139,460
BANK OF AMERICA CORP 6.25% 9/29/49 175,805 153,658
US TREASURY BILL DUE 06/08/23 499,132 500,035

TY 2022 InvestmentsCorpStockSchedule
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC COM 120,888 183,751
ADOBE INCE 118,117 93,555
ALLY FINANCIAL INC 109,894 96,211
ALPHABET INC CL C 184,717 188,640
AMAZON.COM INC 204,250 141,204
AMER ELECTRIC POWER CO 127,957 137,678
AMGEN INC 166,151 185,424
APPLE INC 170,618 186,450
BANK OF AMER CORP 194,674 189,446
BOEING COMPANY 164,289 185,918
BRISTOL MYERS SQUIBB CO 162,486 184,696
CHEVRON CORP 128,387 188,465
CITIGROUP INC 245,248 190,147
COSTCO WHOLESALE CORP 161,529 185,796
CROWDSTRIKE HLDGS INC CL A 151,076 97,288
CVS HEALTH CORP 151,379 186,380
DEVON ENERGY CORP NEW 129,979 138,767
DUKE ENERGY CORP NEW 129,307 138,316
GENL DYNAMICS CORP 121,578 185,586
GOLDMAN SACHS GROUP INC 72,957 93,743
HOME DEPOT INC 162,469 184,146
HONEYWELL INTL INC 94,912 92,792
JPMORGAN CHASE & CO 184,588 190,690
KINDER MORGAN INC 115,157 139,415
LOCKHEED MARTIN CORP 105,328 139,136
MASTERCARD INC CL A 177,247 186,383
MERCK & CO INC COM 134,915 184,177
MICROSOFT CORP 147,525 187,779
MONDELEZ INTL INC 77,672 91,977
MORGAN STANLEY 158,818 187,469
NEXTERA ENERGY INC COM 163,886 185,007
NVIDIA CORP 228,827 193,197
ONEOK INC NEW 106,621 140,072
PAYPAL HOLDINGS INC 118,275 96,289
PEPSICO INC 141,255 183,731
PFIZER INC 151,680 186,462
PROCTER & GAMBLE CO 126,440 137,616
RAYTHEON TECHNOLOGIES CORP 128,629 187,913
ROYAL CARIBBEAN CRUISES LTD LIBERIA ORD 86,805 93,966
SALESFORCE.COM INC 282,587 189,604
SOUTHWEST AIRLINES CO 118,490 93,872
TARGET CORP 209,070 189,430
TOLL BROTHERS INC 93,604 92,302
VERIZON COMMUNICATIONS INC 121,764 93,575
VISA INC CL A 170,212 186,568
WALMART INC 92,421 92,447
WALT DISNEY CO (HOLDING CO) DISNEY COM 131,297 93,917
WILLIAMS COS INC (DEL) 80,154 92,416
COMM SERVICES SELECT SECTOR SPDR ETF 106,103 94,444
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND ETF 194,238 188,057
CONSUMERS STAPLES SELECT SECTOR SPDR FUND ETF 75,008 91,995
ENERGY SELECT SECTOR SPDR FUND ETF 123,960 187,798
FINANCIAL SELECT SECTOR SPDR FUND ETF 218,761 281,500
HEALTH CARE SELECT SECTOR SPDR FUND ETF 137,487 185,707
INDUSTRIAL SELECT SECTOR SPDR FUND ETF 131,575 185,519
ISHARES U.S TELECOMMUNCATIONS ETF 122,682 93,892
MATERIALS SELECT SECTOR SPDR TRUST ETF 180,838 230,865
TECHNOLOGY SELECT SECTOR SPDR ETF 137,145 187,531
UTILITIES SECTOR SPDR FUND ETF 128,493 137,898
VANGUARD DIVIDEND APP ETF 146,788 493,513
UTILITIES SECTOR SPDR FUND ETF 98,554 211,500
AGNICO EAGLE MINES LTD CAD 39,575 33,586
AIA GROUP LTD SPON ADR 40,077 45,052
AIR LIQUIDE ADR FRANCE ADR 36,256 36,625
AIRBUS SE UNSPONSORED ADR 27,814 41,079
BAE SYSTEMS PLC SPON ADR 24,029 33,000
BARCLAYS PLC ADR 45,383 36,730
BAYER A G SPON ADR 36,300 27,096
BUNZL PLC NEW SPON ADR 35,430 33,159
CAPGEMINI S E UNSPONSORED ADR 25,031 35,841
CDN NATL RAILWAY CO CAD 39,775 38,160
COMPASS GROUP PLC SPON ADR 27,401 29,599
COVESTRO AG SPON ADR 56,963 41,195
DBS GROUP HLDGS LTD SPON ADR 20,282 33,047
DEUTSCHE POST AG SPON ADR 36,429 30,975
DIAGEO PLC NEW GB SPON ADR 39,547 37,420
ENTAIN PLC ADR 34,641 35,319
HITACHI LTD ADR NEW JAPAN 26,577 37,699
IBERDROLA SA SPON ADR 37,671 38,343
ING GROEP N V NL SPON ADR 38,420 41,926
INTERTEK GROUP PLC ADR 45,660 29,811
KBC GROUP NV ADR 46,009 43,365
LIBERTY MEDIA CORP-LIBERTY FORMULA ONE SER C 32,202 31,265
LONDON STK EXCHANGE UNSPONSORED ADR 46,475 36,553
LVMH MOET HENNESSY LOUIS ADR 36,022 38,391
MERCK KGAA SPON ADR 26,795 39,429
MURATA MFG CO LTD ADR 17,258 17,368
NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR 36,981 35,986
NOVARTIS AG SPON ADR 33,803 38,284
PERNOD RICARD SA SPON ADR 31,084 39,566
ROCHE HLDG LTD SPONS ADR SWITZ ADR 36,312 39,894
SANTOS LTD SPON ADR 56,403 45,682
SAP SE SPON ADR 50,211 44,681
SHELL PLC SPON ADR 31,904 34,967
SINGAPORE TELECOM LTD NEW 2006 SPON ADR 35,724 36,118
SONY GROUP CORP SPONSORED ADR 43,141 32,190
SSE PLC SPON ADR 35,063 32,480
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 25,781 27,114
TOKYO ELECTRON LTD ADR 36,008 34,298
UCB SA ADR 50,428 33,287
ZURICH INS GROUP LTD SPON ADR 31,748 40,094
SCHLUMBERGER LTD. 100,036 84,146
VANGUARD INTL EQUITY EMERGING MKT ETF 174,245 155,920
VANGUARD DIVIDEND APP ETF 929,754 1,642,258
PHILIP MORRIS INTL INC. 200,406 192,299
KKR & CO LP 103,093 197,471
ALERIAN MLP ETF 301,976 262,150
CVS CAREMARK CORP 68,659 121,147
UTILITIES SECTOR SPDR FUND ETF 150,929 210,090
VERIZON COMMUNICATIONS INC. COM 50,184 40,030
NEXTERA ENERGY 5% PFD (BUY SECURITY) 208,666 234,080
MICROSOFT CORPORATION 91,064 607,704
BLACKSTONE GROUP LP 61,731 167,373
BANKAMERICA CORPORATION 83,273 152,882
ABBVIE INC 86,671 218,982
TESCO STORES HLDG ORD SPON ADR 23,454 21,361
A P MOLLAR-MAERSK A/S UNSPON ADR 33,806 27,612
ABN AMRO BANK NV ADR 5,277 5,956
AMERICA MOVIL S.A.B. DE C.V. SER L SPON ADR 4,144 4,150
AMERICAN INTL GROUP INC COM NEW 36,157 40,347
APA CORP 48,351 56,249
AT&T INC 21,802 21,300
BANCO DO BRASIL S A SPON ADR 10,859 10,693
BANK OF CHINA ADR 31,612 31,003
BARCLAYS PLC ADR 51,561 46,652
BATH & BODY WKS INC 32,506 27,560
BAYERISCHE MOTOREN WERKE A G SPON ADR 12,371 12,457
BEST BUY CO INC 23,628 24,624
BOSTON PROPERTIES INC 24,265 15,003
BP PLC SPON ADR 22,552 26,896
C H ROBINSON WORLDWIDE INC NEW 7,073 6,684
CANADIAN NAT RESOURCES LTD CAD 7,714 7,608
CANON INC ADR JAPAN SPON ADR 23,909 21,897
CAPITAL ONE FINCL CORP 22,746 13,944
CARDINAL HEALTH INC 9,319 14,375
CARREFOUR SA SPON ADR 8,940 7,391
CENOVUS ENERGY INC CAD 9,511 9,686
CF INDUSTRIES HOLDINGS INC 22,893 18,403
CHINA CONSTR BK CORP ADR 23,900 22,679
CIGNA CORP 3,613 4,970
CITIGROUP INC 41,803 34,601
CK HUTCHINSON HLDGS LTD UNSPONSORED ADR 68,587 62,326
COMCAST CORP NEW CL A 3,712 4,126
COMPAGNIE DE SAINT-GOBAIN ADR 56,471 45,325
DELL TECHNOLOGIES INC CL C 13,832 12,146
DEUTSCHE POST AG SPON ADR 23,704 14,850
DOW INC 58,002 55,580
EQUITABLE HLDGS INC 16,202 15,584
ERICSSON SEK 10 NEW 2002 ADR 5,650 5,063
EXXON MOBIL CORP 7,169 8,052
FORD MOTOR CO COM 32,371 25,481
FORTESCUE METALS GROUP LTD SPON ADR 12,867 11,710
HEIDELBERGCEMENT AG UNSPONSORED ADR 19,160 16,644
HENNES & MAURITZ AB ADR 8,274 7,352
HEWLETT PACKARD ENTERPRISE CO 23,718 25,233
HP INC 81,920 69,378
IMPERIAL OIL LTD NEW CANADA CAD 16,355 17,156
IMPERIAL BRANDS PLC SPON ADR 48,759 55,875
INTL PAPER CO 27,750 20,466
ITOCHU CORP ADR JAPAN ADR 43,078 47,813
JAPAN TOBACCO INC UNSPONSORED ADR 23,163 24,142
JARDINE MATHESON HD-UNSP ADR ADR 47,359 47,788
KONINKLIJKE AHOLD DELHAIZE NV SPON ADR 53,373 55,075
KUEHNE & NAGEL INTL AG ADR 13,593 14,004
LENNAR CORP CL A 33,384 37,467
LENOVO GROUP LTD SPON ADR 37,679 30,842
LOEWS CORP 15,203 14,932
LUKOIL PJSC SPON ADR 5,960 0
LUMEN TECHNOLOGIES INC CL A 32,817 16,031
LYONDELLBASELL INDUSTRIES N V SHS - A - CL A EUR 31,035 28,811
MAGNA INTL INC CL A SUB VTG CANADA ORD CAD 20,110 17,753
MANULIFE FINANCIAL CORP CAD 18,063 17,109
MARATHON OIL CORP 23,641 26,502
MARATHON PETROLEUM CO 6,435 7,216
MERCEDES-BENZ GROUP AG UNSPONSORED ADR 25,404 21,631
MITSUI & CO LTD ADR JAPAN ADR 23,629 29,801
NUCOR CORP 7,622 6,591
OMNICOM GROUP INC 17,361 22,921
ORIX CORP SPON ADR 36,667 31,242
PRINCIPAL FINANCIAL GROUP INC 3,683 3,860
PRUDENTIAL FINANCIAL INC 27,523 26,556
PULTE GROUP INC 26,358 21,991
QUEST DIAGNOSTICS 70,093 77,751
RELIANCE STEEL & ALUMINUM CO 6,036 6,276
REPSOL SA SPON ADR 6,093 7,360
SOUTH32 LTD SPON ADR 31,562 34,385
SYNCHRONY FINANCIAL 55,815 53,463
TAKEDA PHARMACEUTICAL CO LTD SPON ADR 15,499 17,378
TECK RESOURCES LTD CL B ORD CAD 4,608 5,181
TELEFONICA BRASIL SA ADR 18,571 15,551
TELENOR ASA ADR 34,419 22,419
TOTALENERGIES SE SPON ADR 9,914 12,354
UBS GROUP AG CHF 5,822 6,460
VALE SA-SP SPON ADR 37,405 35,264
VALERO ENERGY CORP NEW 5,500 5,709
VODAFONE GROUP PLC SPON ADR 4,121 3,613
WEYERHAEUSER CO 68,447 60,264
WILLIAMS SONOMA INC 15,387 10,228
YARA INTL ASA SPON ADR 19,106 16,963
AMERICAN ELECTRIC POWER CO 141,807 287,509
APOLLO GLOBAL MGT LLC 35,700 130,706
VANGUARD INDEX FUNDS SMALL-CAP ETF 185,481 275,310
CARLYLE GROUP LP 72,208 69,497
MORGAN STANLEY PFD SER A 50,358 47,350
BANK OF AMERICA PFD SER 4 49,964 49,504
CAVANAL HILL GOVT SEC MMKT-SEL#0084 24,517 24,517
EVEREST RE GROUP LTD 18,971 29,152
MEDTRONIC PLC 23,357 18,264
AES CORP 15,457 33,908
AT&T INC 72,751 70,492
ALPHABET INC CL C 65,746 42,413
ALTRIA GROUP INC 37,112 40,636
AMDOCS LTD 10,817 11,544
AMGEN INC 89,135 100,854
APPLE INC COM 30,031 37,810
APPLIED MATERIALS INC 57,889 48,690
BERKSHIRE HATHAWAY INC-CL B 51,729 67,649
CADENCE DESIGN SYS INC 18,491 47,068
CF INDUSTRIES HOLDINGS INC 21,537 19,255
CHENIERE ENERGY INC 24,939 23,394
CHEVRON CORP 15,228 34,283
COCA-COLA CO/THE 52,004 65,582
CONOCOPHILLIPS 13,401 13,688
CORTEVA INC 16,706 36,796
CSX CORP 9,936 33,118
DOLLAR GENERAL CORP 14,120 28,811
EMERSON ELECTRIC CO 32,675 62,631
EVERGY INC 36,842 33,982
EXXON MOBIL CORP 110,228 167,656
FORD MOTOR CORP 50,676 42,042
INTERNATIONAL PAPER CO 55,108 34,942
JM SMUCKER CO/THE-NEW COMMON 5,160 6,180
JPMORGAN CHASE & CO 9,838 37,682
JOHNSON & JOHNSON 62,837 76,489
MICRON TECHNOLOGY INC 35,276 24,240
NISOURCE INC 57,031 59,282
O'REILLY AUTOMOTIVE INC 36,720 57,394
PFIZER INC 71,933 113,650
PROCTER & GAMBLE CO 46,827 93,816
PUBLIC STORAGE INC REIT 55,455 73,690
QUEST DIAGNOSTICS 26,397 34,104
SCHWAB (CHARLES) CORP 5,559 6,827
S&P GLOBAL INC 38,937 69,668
SS&C TECHNOLOGIES HOLDINGS 34,701 25,666
SYNCHRONY FINANCIAL 80,882 64,274
TEXAS INSTRUMENTS INC 32,027 52,044
TEXTRON INC 34,349 33,913
UNION PACIFIC CORP 4,473 13,874
UNITED RENTALS INC 22,787 23,458
UNITEDHEALTH GROUP INC. 20,363 82,708
VERISIGN INC 15,520 17,257
WALGREENS BOOTS ALLIANCE INC 7,876 7,846
WASTE MANAGEMENT INC 13,102 28,552
WELLS FARGO & COMPANY 12,555 19,654
WEST PHARMACEUTICAL SERVICES 14,377 12,238
YUM! BRANDS INC 12,444 21,517
AGENCY AGREEMENT 1 1
W-9 REQUEST FOR TAXPAYER IDENTITY 1 1

TY 2022 InvestmentsOtherSchedule2
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VANGUARD REIT VIPERS MUTUAL FD AT COST 240,964 558,390
MNY MKT SMA INTL AT COST 59,918 59,918
MNY MKT UBS TULSA AT COST 195,477 195,477
MNY MKT SMA ENH/DIV AT COST 41,352 41,352

TY 2022 OtherDecreasesSchedule
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Description Amount
PRIOR PERIOD ADJUSTMENT 220


TY 2022 OtherExpensesSchedule
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OVERHEAD EXPENSE 353,104 176,552   176,552
MISCELLANEOUS EXPENSE 5,628 2,814   2,814
OFFICE EXPENSE 1,429 715   715
CONSULTANT EXPENSE 1,050 525   525


TY 2022 OtherIncomeSchedule2
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS INCOME 823 823 823
RETURNED CONTRIBUTION 1,000   1,000


TY 2022 OtherProfessionalFeesSchedule
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT SERVICES 147,514 147,514   0


TY 2022 TaxesSchedule
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 23,096 0   0
FOREIGN TAX 15,191 15,191   0